Taisic Materials produces Taiwan's first 12-inch SiC boule with homegrown crystal growth furnace

Kaiming Engineering's successful production of Taiwan's first 12-inch SiC boule marks a critical milestone in domestic material capability, reshaping the global SiC supply chain. This advancement could accelerate upstream equipment localization and reduce reliance on foreign vendors. However, geopolitical tensions, especially amid U.S.-China tech decoupling, heighten compliance risks and supply chain vulnerabilities for Taiwan, China. Competitors may respond by expanding manufacturing presence in mainland China or pursuing strategic acquisitions. Over the next 12–24 months, the SiC market is poised for rapid expansion, with potential for this breakthrough to trigger a major realignment in global wafer fabrication and materials sourcing strategies.